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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,383 | $98,760-39.9% | $149,715-60.3% | $79,858-25.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 25.22% | 27.43%-2.2pp | 276.66%-251.4pp | 31.72%-6.5pp |
| Employer contribution / active EE | $2,246 | $3,217-30.2% | $4,645-51.6% | $2,471-9.1% |
| Participant deferral / active EE | $6,316 | $5,681+11.2% | $6,842-7.7% | $3,740+68.9% |
| Admin fee / account holder | $5,807 | $6,053-4.1% | $9,310-37.6% | $5,306+9.4% |